ABOUT US
Our Team
Rob Otto
CPA
Rob has nearly 25 years of operations, management consulting, finance and accounting experience for both public and private companies ranging in size from entrepreneurial to over $1 billion in revenues. He has extensive experience in direct to consumer strategy and operations, business process improvement, ERP evaluation and integration (including implementation of Business Intelligence systems), financial/ accounting integrations, and strategic and financial planning in the following areas:
Apparel
Wholesale and retail distribution
Manufacturing
E-commerce
International
In addition to substantial experience in mergers and acquisitions, Rob’s expertise includes:
Mergers & acquisitions, involving both transactional due diligence and post-acquisition integration
Domestic and international finance and accounting
Technical accounting and reporting, e.g., SEC reporting, revenue recognition, Sarbanes Oxley compliance and taxation
Strategic planning, marketing assessments, product repositioning, and enterprise risk management
Significant accomplishments include:
$400 million division of $11 billion apparel and footwear conglomerate – Restructured foreign operations; converted in-house distributors to sales agents; performed due diligence of a $775 million acquisition; directed financial and operational planning and analysis, accounting, taxation and treasury management (including FOREX hedging/ planning/ transfer pricing, etc.
$100 million lifestyle apparel wholesale and retail company – Completed recapitalization; substantiated valuation; executed new retail strategy involving E-commerce and new retail locations; finalized negotiations with landlords; restructured multiple commonly owned companies and repositioned brands to increase shareholder value; developed strategic plan for business-to-business and direct-to-consumer channels; and restructured supply chain.
$100 million Juniors and Missy apparel wholesale and retail company – Integrated two separate entities; redesigned ERP system, financial reporting, reorganized operations and finance departments; developed liquidity tools and metrics; and negotiated pricing with strategic vendors.
Sporting goods wholesaler/retailer – Managed finance, sales, operations, and administrative staff of 25; directed accounting and financial reporting, planning and analysis, taxation and treasury management.
$32 billion digital television entertainment company – Participated in integration of two major acquisitions; liaison to marketing and programming departments in critical business decisions such as pricing, programming, and packaging of services to include competitor and benchmarking analyses.
Rob is a CPA and was an audit manager with Arthur Andersen. He holds a B.S. in Business Administration/Accounting from San Diego State University.